Equity/PCG Advisor

1 - 5 years

3 - 6 Lacs

Posted:1 month ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

The Advisor will work with a select group of retail and HNI clients, providing personalized guidance on their equity investments and trading. The role focuses on helping clients grow their investments while meeting business targets and service standards. The Advisor will manage both existing and new client portfolios, ensuring they get expert support for their financial goals.
1. Placing orders on behalf of customers

  1. Providing advisory services- AUM product penetration
  2. Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
  1. New Client Acquisition & retention

5. Client Meeting

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